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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-Jun-24 1:11 PM View:  | Caterpillar Inc. (CAT) | 12-Jun-24 | Grant | 517 | $328.73 | $169,953.00 | 7% 7.0K to 7.52K | |
| 03-Jun-24 4:24 PM View: | Morgan Stanley (MS) | 01-Jun-24 | Grant | 2,675 | -- | -- | 4% 69.87K to 72.55K | |
| 13-May-24 5:45 PM View: | Valero Energy Corp. (VLO) | 09-May-24 | Disposition | 428 | $158.12 | $67,677.50 | (1%) 40.84K to 40.41K | |
| 13-May-24 5:45 PM View: | Valero Energy Corp. (VLO) | 09-May-24 | Option Exercise | 1,944 | -- | -- | 5% 38.9K to 40.84K | |
| 15-Jun-23 11:03 AM View: | Caterpillar Inc. (CAT) | 14-Jun-23 | Grant | 698 | $243.32 | $169,837.00 | 11% 6.18K to 6.88K | (9%) |
| 02-Jun-23 4:27 PM View: | Morgan Stanley (MS) | 01-Jun-23 | Grant | 3,168 | -- | -- | 5% 65.2K to 68.37K | |
| 02-May-23 10:00 PM View: | Valero Energy Corp. (VLO) | 28-Apr-23 | Option Exercise | 2,378 | -- | -- | 7% 36.52K to 38.9K | |
| 10-Jun-22 12:25 PM View: | Caterpillar Inc. (CAT) | 08-Jun-22 | Grant | 816 | $229.80 | $187,517.00 | 16% 5.21K to 6.03K | (4%) |
| 03-Jun-22 4:15 PM View: | Morgan Stanley (MS) | 01-Jun-22 | Grant | 2,945 | -- | -- | 5% 61.04K to 63.98K | |
| 02-May-22 6:08 PM View: | Valero Energy Corp. (VLO) | 29-Apr-22 | Disposition | 799 | $113.20 | $90,448.80 | (2%) 37.32K to 36.52K | |
| 02-May-22 6:08 PM View: | Valero Energy Corp. (VLO) | 29-Apr-22 | Option Exercise | 3,630 | -- | -- | 11% 33.69K to 37.32K | |
| 03-Jun-21 5:53 PM View: | Morgan Stanley (MS) | 01-Jun-21 | Grant | 2,703 | -- | -- | 5% 57.37K to 60.08K | |
| 03-May-21 7:11 PM View: | Valero Energy Corp. (VLO) | 29-Apr-21 | Option Exercise | 1,687 | -- | -- | 5% 32.0K to 33.69K | |
| 03-Mar-21 2:51 PM View: | Caterpillar Inc. (CAT) | 01-Mar-21 | Grant | 683 | -- | -- | 15% 4.42K to 5.1K | |
| 03-Jun-20 4:15 PM View: | Morgan Stanley (MS) | 01-Jun-20 | Grant | 5,588 | -- | -- | 11% 51.09K to 56.67K | |
| 04-May-20 6:19 PM View: | Valero Energy Corp. (VLO) | 30-Apr-20 | Payment of Exercise | 199 | $64.46 | $12,828.50 | (< 1%) 32.2K to 32.0K | 18% |
| 04-May-20 6:27 PM View: | Valero Energy Corp. (VLO) | 30-Apr-20 | Payment of Exercise Duplicate | 199 | $64.46 | $12,828.50 | (< 1%) 32.2K to 32.0K | 18% |
| 03-Mar-20 6:37 PM View: | Caterpillar Inc. (CAT) | 02-Mar-20 | Grant | 1,176 | -- | -- | 38% 3.08K to 4.25K | |
| 04-Jun-19 4:26 PM View: | Morgan Stanley (MS) | 01-Jun-19 | Grant | 6,110 | -- | -- | 14% 44.05K to 50.16K | |
| 02-May-19 5:38 PM View: | Valero Energy Corp. (VLO) | 30-Apr-19 | Grant | 1,214 | -- | -- | 4% 31.41K to 32.62K | |
| 02-May-19 5:38 PM View: | Valero Energy Corp. (VLO) | 30-Apr-19 | Payment of Exercise | 425 | $90.56 | $38,488.00 | (1%) 32.62K to 32.2K | 43% |
| 06-Mar-19 6:05 PM View: | Caterpillar Inc. (CAT) | 04-Mar-19 | Grant | 1,084 | -- | -- | 55% 1.96K to 3.04K | |
| 29-May-18 4:24 PM View: | Morgan Stanley (MS) | 24-May-18 | Grant | 4,652 | -- | -- | 12% 38.73K to 43.38K | |
| 07-Mar-18 7:07 PM View: | Caterpillar Inc. (CAT) | 05-Mar-18 | Grant | 993 | -- | -- | 105% 0.94K to 1.94K | |
| 24-May-17 4:35 PM View: | Morgan Stanley (MS) | 22-May-17 | Grant | 5,991 | -- | -- | 19% 32.3K to 38.29K | |
| 09-May-17 4:55 PM View: | Caterpillar Inc. (CAT) | 08-May-17 | Grant | 943 | $99.37 | $93,705.90 | 100% 0 to 0.94K | 68% |
| 04-May-17 4:57 PM View: | Valero Energy Corp. (VLO) | 03-May-17 | Grant | 28,700 | -- | -- | 1059% 2.71K to 31.41K | |
| 19-May-16 4:32 PM View: | Morgan Stanley (MS) | 17-May-16 | Grant | 9,525 | -- | -- | 43% 22.34K to 31.86K | |
| 16-May-16 4:16 PM View: | Valero Energy Corp. (VLO) | 12-May-16 | Grant | 3,069 | -- | -- | 12% 26.48K to 29.55K | |
| 16-May-16 4:16 PM View: | Valero Energy Corp. (VLO) | 12-May-16 | Payment of Exercise | 846 | $55.40 | $46,872.60 | (3%) 29.55K to 28.7K | 4% |
| 21-May-15 4:54 PM View: | Morgan Stanley (MS) | 19-May-15 | Grant | 6,470 | -- | -- | 42% 15.57K to 22.04K | |
| 01-May-15 5:13 PM View: | Valero Energy Corp. (VLO) | 30-Apr-15 | Grant | 2,977 | -- | -- | 12% 24.1K to 27.07K | |
| 01-May-15 5:13 PM View: | Valero Energy Corp. (VLO) | 30-Apr-15 | Payment of Exercise | 597 | $57.10 | $34,091.70 | (2%) 27.07K to 26.48K | 4% |
| 15-May-14 5:55 PM View: | Morgan Stanley (MS) | 13-May-14 | Grant | 8,219 | -- | -- | 115% 7.17K to 15.39K | |
| 05-May-14 7:05 PM View: | Valero Energy Corp. (VLO) | 01-May-14 | Grant | 2,779 | -- | -- | 12% 23.39K to 26.17K | |
| 05-May-14 7:05 PM View: | Valero Energy Corp. (VLO) | 01-May-14 | Payment of Exercise | 2,077 | $57.58 | $119,583.00 | (8%) 26.17K to 24.1K | 3% |
| 04-Sep-13 5:47 PM View: | Morgan Stanley (MS) | 03-Sep-13 | Grant | 7,146 | -- | -- | (1804660%) 0 to 7.15K | |
| 06-May-13 6:14 PM View: | Valero Energy Corp. (VLO) | 02-May-13 | Grant | 4,373 | $36.60 | $160,030.00 | 24% 18.14K to 22.51K | 56% |
| 07-May-12 5:41 PM View: | Valero Energy Corp. (VLO) | 03-May-12 | Grant | 6,736 | -- | -- | 59% 11.4K to 18.14K | |
| 03-Apr-12 3:18 PM View: | AT&T Inc. (T) | 30-Mar-12 | Grant | 617 | $31.23 | $19,281.60 | < 1% 384.61K to 385.23K | (4%) |
| 14-Mar-12 4:06 PM View: | AT&T Inc. (T) | 12-Mar-12 | Payment of Exercise | 3,131 | $31.44 | $98,429.20 | (< 1%) 387.75K to 384.62K | 4% |
| 02-Mar-12 12:23 PM View: | AT&T Inc. (T) | 29-Feb-12 | Grant | 630 | $30.59 | $19,281.60 | < 1% 386.69K to 387.32K | (2%) |
| 02-Feb-12 6:22 PM View: | AT&T Inc. (T) | 31-Jan-12 | Grant | 1,118 | $29.41 | $32,871.70 | < 1% 385.46K to 386.58K | 2% |
| 30-Jan-12 6:04 PM View: | AT&T Inc. (T) | 26-Jan-12 | Grant | 108,781 | -- | -- | 31% 349.36K to 458.14K | |
| 30-Jan-12 6:04 PM View: | AT&T Inc. (T) | 26-Jan-12 | Disposition | 36,101 | $29.45 | $1,063,170.00 | (8%) 458.14K to 422.04K | (2%) |
| 30-Jan-12 6:04 PM View: | AT&T Inc. (T) | 26-Jan-12 | Payment of Exercise | 36,581 | $29.45 | $1,077,300.00 | (9%) 422.04K to 385.46K | (2%) |
| 04-Jan-12 5:31 PM View: | AT&T Inc. (T) | 30-Dec-11 | Grant | 736 | $30.24 | $22,248.00 | < 1% 348.63K to 349.36K | (< 1%) |
| 02-Dec-11 12:12 PM View: | AT&T Inc. (T) | 30-Nov-11 | Grant | 768 | $28.98 | $22,248.00 | < 1% 347.53K to 348.3K | 4% |
| 02-Nov-11 4:21 PM View: | AT&T Inc. (T) | 31-Oct-11 | Grant | 1,172 | $29.31 | $34,353.40 | < 1% 346.35K to 347.52K | 3% |
| 04-Oct-11 4:00 PM View: | AT&T Inc. (T) | 30-Sep-11 | Grant | 780 | $28.52 | $22,248.00 | < 1% 345.57K to 346.35K | 6% |